| AUM* | 2,872,738,403,138 19% |
| of that, discretionary | 2,800,043,925,455 17% |
| Private Fund GAV* | 582,931,506,201 -4% |
| Avg Account Size | 8,396,162 28% |
| High Net Worth | 32.58% 22% |
| SMA’s | Yes |
| Private Funds | 1439 202 |
Number of Employees 7,883 2%
of those in investment advisory functions 4,782 3%
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Business development companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
| SEC Fund Type | Count | GAV |
|---|---|---|
| SEC Fund TypeHedge Fund | Count67 | GAV$51,229,832,694 |
| SEC Fund TypeLiquidity Fund | Count5 | GAV$149,574,024,261 |
| SEC Fund TypePrivate Equity Fund | Count311 | GAV$173,695,793,708 |
| SEC Fund TypeReal Estate Fund | Count39 | GAV$8,265,174,935 |
| SEC Fund TypeSecuritized Asset Fund | Count9 | GAV$2,343,599,411 |
| SEC Fund TypeVenture Capital Fund | Count1 | GAV$ |
| SEC Fund TypeOther Private Fund | Count1005 | GAV$197,823,081,192 |